Work LocationWinnipeg, Manitoba, CanadaHours37.5 hours per weekLine of BusinessTD WealthPay Details$77,500 - $109,400 CAD annually. TD is committed to fair compensation and offers base pay progression within the salary range based on skills, experience, location, and business needs. The exact base pay offered may vary accordingly. Applicants are encouraged to discuss compensation details directly with recruiters.Job DescriptionAs a member of Private Wealth Management, the Wealth Planning Specialist partners with TD advisors to deliver high‑value, customized guidance on retirement, tax, estate and overall wealth planning to high‑net‑worth (HNW) clients. Responsibilities include providing professional financial, tax, estate and risk management planning support, assisting advisors with business development and revenue generation, and executing TD Wealth’s high‑net‑worth strategy.Key ResponsibilitiesPreparing customized wealth plans based on information obtained directly from HNW clients and their relationship managersCarrying out independent research to ensure clients’ key issues (retirement, tax, philanthropic and estate planning) are addressedKeeping informed of relevant wealth planning developments and keeping TD partners informed of developmentsProactively spotting, anchoring,



introducing and following up on opportunities for complementary businesses and solutionsWorking effectively to develop and maintain relationships with TD Wealth advisors and relationship managers within TD Wealth ManagementDelivering wealth planning presentations to advisors and clientsWorking closely and assisting other WAS team members with preparing comprehensive wealth plansDeveloping robust internal and external networks and referral sourcesEnsuring appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBFGCarry out other tasks and duties as assigned by manager from time to timeEducation & AccreditationsUndergraduate degreeAccredited financial planning designation (CFP, PFP)8 years of relevant experience in all aspects of Wealth PlanningComplex Financial Planning experienceEffective communication skills in English, both oral and writtenStrong analytical and judgment skillsComputer skills: Microsoft Office, Naviplan, Voyant or CCH – (Financial Planning software)Ability to work both as part of a team and independentlyOther Qualifications / Skills / ExperienceMinimum 8 years of financial or wealth planning experience gained at an accounting firm or financial institutionA self‑starter with the ability to work independently and to provide high quality services to clientsExcellent people and relationship building skillsStrong communication, presentation, time management, and organizational skillsComputer proficiency (Word, Powerpoint, Excel, etc.)Professional designation such as CPA, CA, CMA, CGA, CFA, LLB, JD is an assetInvestment and insurance industry knowledge strong assetsBenefitsOur Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.Language Requirement (Quebec Only)Sans Objet#J-18808-Ljbffr

📌 Wealth Planning Specialist - C$77,500 - C$109,400 A Year (Winnipeg)
🏢 TD
📍 Winnipeg